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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,006 | $106,008-92.4% | $92,240-91.3% | $147,586-94.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 32.43% | 50.05%-17.6pp | 176.29%-143.9pp | 578.59%-546.2pp |
| Employer contribution / active EE | $1,139 | $4,333-73.7% | $3,680-69.1% | $4,876-76.6% |
| Participant deferral / active EE | $1,423 | $4,478-68.2% | $3,897-63.5% | $5,439-73.8% |
| Admin fee / account holder | $66 | $6,333-99.0% | $5,194-98.7% | $10,886-99.4% |